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Nan Ya PCB, a Taiwan-based printed circuit board (PCB) supplier and subsidiary of the Formosa Plastics Group, is "expected" to grab 30 percent of Apple iPhone orders to manufacture HDI PCBs for the new iPhone. Nan Ya is better known for its production of PCBs for other firms such as Sony for the PS3. Industry analysts are projecting increased revenues for Nan Ya PCB as a result of this move—and, not that we entirely care how Nan Ya PCB performs financially in terms of revenue numbers, it's worth noting that the firm is expected to deliver the phones to Apple in April—which means the phone is potentially on track for its June shipment date.

The shipment calls for 10 million iPhones, so if Nan Ya PCB is covering 30 percent (or three million orders), then the big question is: who will cover the other 70 percent? Currently, seven companies manufacture PCB boards for Apple products: Unimicron Technology, Gold Circuit Electronics, Compeq Manufacturing, Tripod Technology, Wus Printed Circuit and APCB. Do we get to spin the wheel to decide who gets to go to the Showcase Showdown?

Rumors spread earlier this year that Tripod Technology would be working with Apple on iPhone PCB orders, although I wasn't able to find any confirmation on that. Another question to take into consideration is whether one or two more firms are needed, as Taiwanese firms like Nan Ya often face fully-booked production lines. Unimicron Technology, for example, manufacturers PCB boards for Sony, Nintendo, and Apple.